Foguth Financial Group is an Investment Advisory firm (RIA) that is internally driven to help individuals and families to find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are currently expanding our Advisory team and are looking for Associate Financial Advisors in multiple geographies to be a part of our continued growth.
As an Associate Financial Advisor with Foguth Financial Group you’ll get the opportunity to learn from and support our experienced team of financial advisors. Our advisors educate over 500 households annually. Our educational and consultative approach allows our Advisors to focus on their strengths and build strong relationships with our clients and our community.
Opportunities include:
- Growth including uncapped earning potential and professional development opportunities
- Impact in the lives of your clients through comprehensive financial planning
- Support of our industry leading marketing, events, and client services teams
- Income potential directly correlated to your effort, ambition, and drive to help clients
- Culture built on exceptional training, support, and development
Regular activities will include:
- Assist advisors as the primary point of contact for client requests including trading, distribution/contribution requests, withdrawals, and all other servicing needs
- Ensure all client service requests are processed quickly and accurately
- Enter client data into financial planning and investment proposal software and work with the financial planning and wealth management teams to prepare proposals and plans
- Prepare client reports and/or required paperwork for client meetings and client onboarding
- Monitor and track follow-up items to ensure timely completion and ensure no requests are overlooked
- Leverage firm resources and technology to increase efficiency and scalability
- Assist clients in setting up online access and ensure they are receiving the intended client experience
- Setup, host, and attend educational workshops and seminars (Some evenings required)
Our ideal candidate has:
- Strong communication, relationship building, and analytical skills
- Must be able to become proficient in the use of technology
- Effective and efficient time management skills
- Ability to pursue FINRA 65 Series and Michigan Life and Health licensing
The right candidate’s values will align with FFG’s core values.
FOGUTH FINANCIAL GROUP’S CORE VALUES
- Open, honest, positive, ethical
- Proud and loyal
- Client first
- Work works, get it done.
- Encourage the heart and show appreciation
If you are a team player that is up for a challenge, we are looking to bring on confident individuals that thrive on solving family’s financial problems. Desired candidate MUST be comfortable communicating in both large and small group settings and willing to consider new or different products / investment strategies that are in the best interest of the client. We are looking for someone with a warm and professional demeanor that excels in solving problems and following up appropriately.
Please send all inquiries to:
Alec Mooradian, Director of Recruiting and Talent | amooradian@foguthfinancial.com | (810) 206-3465
